LWM Advisory Services, LLC JMUB Holdings History
LWM Advisory Services, LLC's JPMorgan Municipal ETF Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 136,203.00 shares of JPMorgan Municipal ETF(JMUB), totaling $6.81 Mil. This investment constitutes 4.73% of their stock portfolio, and LWM Advisory Services, LLC now holds 0.24% of the outstanding JPMorgan Municipal ETF(JMUB) stock.
The initial trade took place in 2022Q4. And since then LWM Advisory Services, LLC has made 9 purchases of JMUB, at an average price of $49.22, for a total of 166,784.00 shares. In addition, there have been 1 sales at an average price of $49.19 for 30,581.00 shares. Based on historical transaction data and JMUB's current price of $49.22, LWM Advisory Services, LLC's estimated gain on his JMUB holdings is $-1,747.58, reflecting a -0.02% gain to date.
LWM Advisory Services, LLC JMUB ($49.22) Holding Chart
LWM Advisory Services, LLC JMUB ($49.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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